Review Batches to Release to the General Ledger

For batches that you created to gather and release transactions to the general ledger, you can use the History tab on the Release to General Ledger page to review the status of all the batches, review the results of batches that gathered the transactions to release or released to Great Plains, and manage the batches.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export () button on the toolbar.

Prerequisites

You must have:

• Common - Processes - View authorization

• Student Accounts – Processes – Release to General Ledger authorization

Access Method

Select the Processes tile > expand Student Accounts > select Release to General Ledger.

Procedure to Review Results

1. Select the History tab.

2. Review the values in the Batches grid. The values depend on whether the batch is exported or released to Great Plains (GP).

   Batch Name The name of the batch. Batch Number The number assigned by Anthology Student to the batch. Campus Select the campus to release transactions to the General Ledger for that campus. When integrated with Great Plains, this field defaults to the current signed-in campus and is not editable. If Anthology Student is not integrated with Great Plains or any other General Ledger system, this field is labelled Campus Group and allows you to release to the General Ledger for all campuses associated with the selected campus group. Campus Group The group you specified for the campus. Your institution configures the groups for campuses. Canceled Shows the date and time when the batch was canceled. Blank if the batch was not canceled. Date From and To Transactions date range for the batch. Duration The amount of time it took to process the job or batch. GL Company Number The number by which this campus is identified as a company in your accounting system. Multiple campuses can have the same company number.

   GP Batch Number The number assigned to the batch once the transactions have been successfully released to Great Plains. GP Journal Entry For batches that release general ledger transactions to Great Plains, the number for the journal entry. GP Message For batches that release general ledger transactions to Great Plains, displays the result for the job. For example, it displays a message when the batch was posted successfully. Last Retry Shows the date and time when the Deleted jobs within the batch were last resubmitted for processing. Blank if a retry has never been requested. Started The date and time when the first job within the batch started executing. Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed and ALL job states are Succeeded. Completed indicates all jobs in the batch have been executed and some jobs may be in the Succeeded state, but at least one of the jobs is in a Deleted state. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled. Submitted By The name of the staff member who submitted the batch for processing.

3. To retry batch jobs that failed, select the Retry Batch button.